Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
- Using Disclaimers to Achieve Client Goals - June 4, 2021
- Beneficiary Designations and the SECURE Act Basics - May 28, 2021
- Beneficiary Designations and the SECURE Act: Prior Designations - May 5, 2021